2018 was a year of disruption in the TV industry, as Korean and Japanese TV brands pursuing differentiation and profitability, while traditional Chinese brands pursue growth outside of China. At the same time, Xiaomi brings aggressive disruption to the domestic China market.

Compiled by IHS Markit worldwide group of industry experts, this market share database tool enables users who are interested in wireless industry annual revenue to extract data and perform their own analysis across the sector.

This market share database tool enables users who are interested in the wireless semiconductor industry to extract quarterly data and perform their own analysis Also available is the ability to extract a comprehensive view of 303 companies' performances.

Compiled by IHS worldwide group of industry experts, this market share database tool enables users who are interested in the wireless industry to extract quarterly unit data and perform their own analyses.

On December 1st, the first 4K and 8K TV broadcasts were launched by NHK, available via two satellite channels. 4K broadcasts will be available for 18 hours daily while 8K will be available for 12 hours daily. These broadcasts will include HDR (HLG format), wide color gamut (BT.2020) and in 22.2 channel audio.

Most of the major retailer ads for Black Friday have been released/leaked, so it is time to roll out our annual preview of the deals for TVs and how they compare to years past.
A significant increase in the number of 50" and larger sets as anticipated, with a focus on 60"+.
Highlight - A 60" 4K LCD TV is available in 2018 for the same price as a 32" HD LCD TV in 2008, just under $400!
Please download the attached presentation for the full analysis

Each year, usually a few weeks prior to Black Friday in early November, retailers are eager to be the first to start attracting eager buyers ahead of the official start of the holiday shopping season. These early promotions seem to attract a decent amount of buying interest, especially if the retailer is less likely to participate as aggressively during Black Friday.
Sam's Club, a member-only US warehouse club retailer, has published the circular advertisement for their November 10th One Day Savings Event. TVs are predictably a prominent feature of the sale, and we break down how this might be very early indicators of Black Friday pricing.

Chinese smartphone maker Xiaomi entered the TV business in 2017, and has grown rapidly, rising to #1 in total unit shipments in China during Q2'18. This rapid rise is just the latest in a series of disruptive TV market buildups in China, most of which have been unsustainable so far. LeTV in 2016 and Sharp in 2017 both experienced very strong growth based on disruptive pricing, and in the case of LeTV, focusing on e-commerce channels and content bundling. LeTV suffered financial problems and dropped substantially in 2017, while Sharp has not been able to sustain the aggressive price promotion needed to maintain share. Now Xiaomi is try to succeed where others have failed. This special report analyzes this top storyline from China.

As the smartphone industry passes its decade-long run being the most popular consumer electronics of all time, the market is beginning to see signs of maturation and slowdown. Smartphone OEMs are now competing on innovations in form factor (i.e. the move to larger and bezel-less displays), cameras (i.e. biometric sensors and computational photography) as well as Artificial Intelligence (AI) services...

In China, traditional selling holidays are giving way to manufacturer "shopping holidays", and the 6/18 event is the largest in the first half of the year. Originally created by JD.com, other e-commerce retailers participate now as well.
IHS Markit expert on the China TV Market, Bing Zhang, breaks down the early results.

On June 15th, the US Office of the Trade Representative released the final document indicating which of the more than 1,300 products were to be included in tariffs against Chinese imports. The final list included more then 800 products, and an additional 280 were proposed pending public comment, totaling $50 billion in imports.
TVs were initially on the list of products, causing panic among the CE industry, but intense lobbying led to TVs being dropped from the list of products.

India is an important, albeit very complicated country to operate in. Very high taxes, both on local sales as well as import duties, make for expensive TVs relative to other emerging markets, even compared to developed regions. But the volume potential is significant, and India is the key growth driver for the Asia Pacific market as a whole.

This analysis presents a brief recap of TV brand and panel maker financial performance, particularly Operating Margin, and comparing the two critical points in the value chain for TVs.
We also recap the basic metrics for global TV shipments and brand results.

TVs are always a critical category in consumer electronics for the holiday season, Black Friday in particular. Spectacular prices on TVs drive traffic into retailers, but while 2016 discounts were large and drove strong traffic, 2017 is looking considerably more muted.
Many of the major Black Friday advertisements have been released, and although there can be some last minute adjustments, we have analyzed the known pricing and provided our thoughts on prices, brands, retailers, sizes and more.
Please be sure to download the presentation to get the complete and thorough breakdown, comparing Black Friday 2017 against prior years. There will be follow up analysis after Black Friday once we have had an opportunity to review the activity.